2w
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PRS Client Executive
Kansas City, Missouri, United States
OnsiteFull Time
7+ YOE7+ years client services experience in brokerage, bachelor’s degree or equivalent experience, strong communication, Microsoft Office proficiency, ability to travel by car and plane, and consult with large complex clients.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
3mo
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Client Specialist
Leawood, Kansas, United States
OnsiteFull Time
2+ YOEExperience in client service/administrative support within financial services; SIE, Series 7, and Series 66 or Series 63/65 licenses or willing to obtain within 18 months; proficient with Microsoft Office; strong communication and organizational skills.
Microsoft Office, CRM, Private Wealth Management platforms
6d
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Client Implementation Coordinator
West Fargo or Lawrence or Minneapolis or Rapid City or Sioux Falls
$21-$27/hr RemoteFull Time
2+ YOECoordinate cross-functional project teams to implement client contracts, manage timelines, ensure compliance, communicate with clients and vendors, and meet KPIs.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Client Service Representative
Overland Park, Kansas, United States
OnsiteFull Time
Experience in client service, strong communication, multitasking, and basic cash handling.
1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented with client-service and communication skills; willingness to obtain Series 7/63/65/66 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
5d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Client-focused associate to handle client inquiries, process transactions, coordinate account transfers, maintain CRM records, and obtain Series 65 within 12 months; bachelor’s degree preferred and proficiency with Microsoft Office and CRM tools.
Microsoft Office, CRM systems, Zoom, Microsoft Teams
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
2+ YOEProvide client relationship and operational support for advisors; obtain Series 65 within 12 months; bachelor\u0002s degree preferred; 2+ years financial services or client service experience preferred; proficiency with Microsoft Office, CRM, and virtual collaboration tools.
Microsoft Office Suite, CRM systems, Zoom, Teams
1mo
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Client Success Coordinator
Overland Park, Kansas, United States
OnsiteFull Time
Manage a book of business with proactive outreach for migrations, renewals, and expansions; strong CRM hygiene; comfortable with phone/email outreach and client relationship building.
Salesforce, SalesLoft, Gainsight PX, Microsoft Office 365
2mo
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Client Service Coordinator
Overland Park, Kansas, United States
$15-$20/hr OnsiteFull Time
1+ YOECustomer-focused coordinator with strong communication; minimum 1 year experience in client service; high school diploma preferred; medical background desired.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
2mo
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Client Advisor-Commercial Card
Kansas City, Missouri, United States
$47k-$69k/yr HybridFull Time
2+ YOE2+ years credit card program/financial services experience or 3–5 years client relationship management/sales experience; Bachelor's degree or equivalent; strong problem solving and communication.
2mo
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Client Service Advisor
Kansas City, Missouri, United States
OnsiteFull Time
2+ YOE2+ years in client service; high school diploma required; bachelor's degree preferred; property & casualty license preferred; CE training; strong MS Office skills.
Microsoft Office Suite, Email, Phone Etiquette
3d
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Client Service Representative
Leavenworth, Kansas, United States
OnsiteFull Time
High school diploma or equivalent required; prior cash-handling or client service experience preferred; strong communication, attention to detail, confidentiality, and willingness to learn banking systems.
2mo
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Client Service Manager
Kansas City, Missouri, United States
HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims management or high school with 8+ years; Producer's License; travel up to 25%; proficient in Microsoft Office; appropriate licensing.
Microsoft Office
1w
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Client Success Manager
Lenexa or United States
RemoteFull Time
5+ YOE5+ years relevant client-facing experience, bachelor’s degree or equivalent preferred, strong presentation and analytical skills, higher-education payments experience desired, ability to travel and be on-call.
TouchNet, TMS, Salesforce, Google G Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Ellucian, Banner, Colleague, PeopleSoft, Workday, Anthology
1mo
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Client Service Representative
Overland Park, Kansas, United States
$17-$20/hr OnsiteFull Time
Front-desk customer service for a veterinary hospital: greeting clients, managing check-in/check-out, answering multi-line phones, scheduling, processing payments, and working evenings/weekends.
Microsoft Windows
1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; high school diploma required, college preferred; willingness to obtain Series exams; advanced Microsoft Office skills and strong communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Relationship Associate
Kansas City, Missouri, United States
$60k-$65k/yr OnsiteFull Time
1+ YOE1+ years client/customer service or admin experience; bachelor\u0002s degree preferred; strong written/verbal communication, organization, multitasking, and Microsoft Office (Outlook, Excel, Word) proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word
4w
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Client Development Representative
Overland Park, Kansas, United States
FieldFull Time
2+ YOE2+ years sales experience (or completion of Client Representative program), bachelor’s degree or equivalent experience, strong written/verbal communication and presentation skills, relationship building, territory planning, and outbound prospecting.
Salesforce CRM
1d
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Client Consultant
Lenexa, Kansas, United States
$76k-$88k/yr FieldFull Time
Clean background, valid driver’s license and reliable transportation, active health & life license or willingness to obtain, bachelor’s degree or equivalent experience, strong interpersonal and time-management skills.
CRM
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